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Manager record

Joseph Group Capital Management

Columbus, OH · CIK 1910383 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$476.04MReported 13F valueQ2 2026 · as filed
388Holdings listed
+19.1%vs prior quartervalue change includes market moves
5Quarters on record
Aug 06Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $297.8M$297.8MQ2 2025105 holdingsQ3 2025: $354.5M$354.5MQ3 202598 holdingsQ4 2025: $380.6M$380.6MQ4 2025275 holdingsQ1 2026: $399.8M$399.8MQ1 2026310 holdingsQ2 2026: $476.0M$476.0MQ2 2026388 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 06 2026 13F-HR · period Q2 2026

$476.04M · 388 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$399.83M · 310 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$380.63M · 275 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$354.55M · 98 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$297.83M · 105 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR/A · period Q2 2025

$297.83M · 105 holdings listed · amendment (restatement) · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 06, 2026 · Change methodology